Essential Planning, Llc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 12,344 shares of IBTI stock, worth $275,147. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,344
Previous 500,007
97.53%
Holding current value
$275,147
Previous $11 Million
2408.16%
% of portfolio
0.11%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
196Shares Held
37.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.43MShares$76.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$53.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.07MShares$46 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.5MShares$33.3 Million0.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.21MShares$27 Million0.01% of portfolio